Quantitative Investment Management, LLC
Firm details
- Headquarters
- Charlottesville, Virginia
- CRD number
- 156869
- Registered since
- July 27, 2011
- Website
- www.quantitative.com
- Fee structure
- Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Quantitative Investment Management, LLC is a limited liability company registered with the SEC since 2011 that operates as a hedge fund manager focused on pooled investment vehicles. The firm functions in roles consistent with a commodity pool operator/commodity trading advisor and provides portfolio management for pooled vehicles under a performance-based fee arrangement. Its client base is institutional, and ownership is held by an individual. The firm does not position itself as an active ESG investor, is not structured as a multi-state adviser, and does not list pension consulting or related-adviser activity. Its stated business and advisory activities emphasize systematic or quantitative management of pooled funds rather than direct retail wealth management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Jaffray Woodriff
CEOCRD 2241855
Molly Dunnington
Chief Financial OfficerCRD 5904410
Jason Cockerill
Chief Operating OfficerCRD 2739350
Contacts
3 of 3Greyson Williams
Founder and Managing MemberCRD 5904407
Michael Geismar
PresidentCRD 4420615
Jonathan Bryan
General CounselCRD 6545366
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$442M in ETFs
97%
$431M
<1%
$11.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) INDUSTRIAL SELECT SECTOR SPDR(R) ETF (XLI) | State Street | Passive | Industrials | $29.1M | 179,631 | 6.57% |
Location
Charlottesville, VA
Charlottesville City
Location
Charlottesville, VA
Headquartered in Charlottesville, VA, in the South of the United States.
- Region
- South
- County
- Charlottesville City
- Address
- 240 W Main St
- Time zone
- ET (UTC-5)
- Office locations
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